Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,337 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S&P 500 GROWT | 5.9M | $475.9M | 4.5% | $58.82 | +35.62% | 22 qtrssince 2019-Q4 | Increased 61 |
ISHARES CORE S&P 500 ETF | 624,144 | $350.7M | 3.3% | $358.81 | +54.05% | 22 qtrssince 2019-Q4 | Increased 61 |
VANGUARD GROWTH ETF | 839,521 | $311.3M | 3.0% | $250.49 | +47.40% | 22 qtrssince 2019-Q4 | Increased 55 |
VANGUARD RUSSELL 1000 GROWTH | 3.1M | $284M | 2.7% | $67.81 | +36.24% | 21 qtrssince 2020-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 512,949 | $240.5M | 2.3% | $259.58 | +80.01% | 22 qtrssince 2019-Q4 | Decreased 0 |
SPDR SERIES TRUST | 4.4M | $226.6M | 2.2% | $39.17 | +27.31% | 22 qtrssince 2019-Q4 | Increased 59 |
VANGUARD VALUE ETF | 1.2M | $213.4M | 2.0% | $127.02 | +32.39% | 22 qtrssince 2019-Q4 | Increased 63 |
ISHARES TR | 2.6M | $210.9M | 2.0% | $61.32 | +31.75% | 22 qtrssince 2019-Q4 | Decreased 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 941,833 | $194.5M | 1.8% | $48.86 | +110.24% | 22 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INFO TECH ETF | 321,153 | $174.2M | 1.7% | $252.73 | +114.25% | 22 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.8M | $162M | 1.5% | $78.25 | +15.89% | 22 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 627,852 | $139.5M | 1.3% | $134.40 | +64.26% | 22 qtrssince 2019-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 247,299 | $138.3M | 1.3% | $415.28 | +32.65% | 22 qtrssince 2019-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 248,634 | $127.8M | 1.2% | $344.44 | +47.00% | 22 qtrssince 2019-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 1.3M | $101.2M | 1.0% | $59.93 | +22.86% | 22 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORP | 873,199 | $94.6M | 0.9% | $115.07 | -4.71% | 22 qtrssince 2019-Q4 | Increased 42 |
VANGUARD TOTAL STOCK MARKET VIPERS | 337,573 | $92.8M | 0.9% | $202.90 | +33.60% | 22 qtrssince 2019-Q4 | Increased 47 |
AMAZON.COM INC | 471,699 | $89.7M | 0.9% | $134.05 | +43.76% | 22 qtrssince 2019-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 164,094 | $87.4M | 0.8% | $318.00 | +65.51% | 22 qtrssince 2019-Q4 | Increased 45 |
SPDR INDEX SHS FDS | 2.3M | $84.8M | 0.8% | $29.77 | +19.15% | 22 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $10.5B across 1337 positions as of Q1 2025. Top holdings: SPYG (4.5%), IVV (3.3%), VUG (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 135 new positions, 61 exits, 750 increased. Top move: VTV (INCREASED, conviction 63). Portfolio: $10.5B across 1337 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer